CINNO Research released a report saying that the terminal demand fell, and the price of LCD TV panels continued to fall in June.
The report pointed out that due to the decrease in TV brand demand, the panel industry has begun to reduce the utilization rate since May, and some brand customers hope that orders in May and June will be consolidated and settled, which further increases the panel factory's operating rate from June to the third quarter. Due to the overall operating pressure, it is expected that the average price of LCD TV panels of various specifications will continue to drop to a record low this month.
According to CINNO Research, a number of panel factories have officially implemented production reduction plans, and some TV brands hope that orders in May and June will be settled together, which will put more pressure on domestic panel factories to reduce the utilization rate. It is expected that the utilization rate of domestic TFT-LCD panel production lines will further decline by about 8 percentage points month-on-month in June, that is, the average utilization rate will be around 76%, which will hit a new low since the epidemic in 2020, and the production area will be compared with May. A drop of more than 10%.
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